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TopTier Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

TopTier Wealth Management’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-101
Closed -$4.54K – 355
2026
Q1 		$4.54K Buy
+101
New +$4.58K ﹤0.01% 378

Other funds holding FTSL

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TopTier Wealth Management's FTSL Position: Q2 2026 in Review

TopTier Wealth Management sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2026, closing a stake of 101 shares — an estimated $4.54K sold.

TopTier Wealth Management first reported a position in FTSL in Q1 2026 and held it in 1 quarter. The position peaked at $4.54K in Q1 2026. 300 funds tracked by Wall St. Rank hold FTSL as of Q2 2026.

  • TopTier Wealth Management reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 101 First Trust Senior Loan Fund ETF shares in Q2 2026, an estimated $4.54K.
  • TopTier Wealth Management first reported a position in First Trust Senior Loan Fund ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's First Trust Senior Loan Fund ETF position peaked at $4.54K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.